How is this different from a sales demo?

A demo shows you what TopLeft does. Discovery shows you what's actually happening inside your operation, with your data, and what to do about it. There's no product pitch built into the engagement. You may decide TopLeft is part of the fix, or you may not. Either way, the roadmap is yours.

What kind of access to our PSA do you need?

Read-only API access is enough. We pull the raw data (projects, tickets, time entries, billable hours, margins) and review how the PSA is configured: statuses, ticket types, time-entry rules, project templates, and the reports and dashboards your team already uses. We don't change anything in your PSA during Discovery.

Who needs to be on the interviews?

Typically your PM or operations lead, your service manager, and at least one owner or partner. Wim may also want to talk to one or two engineers and sit in on a real project meeting. Most interviews run 30 to 45 minutes.

Do we need to be a TopLeft customer to do this?

No. Discovery works whether you're a current TopLeft customer, partway through onboarding, or have never used TopLeft. The diagnostic is about your operation, not the tool.

DISCOVERY PROJECT

Unlock the hidden capacity in your team

We'll go through your raw PSA data, dashboards, and reports, interview your team, then present findings, recommendations, and a roadmap to find and leverage the hidden capacity already in your shop.

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HOW IT WORKS

A 30-day project

Phase 1: inputs, data, and artifacts

You complete two short assessments: Operational Maturity (about 10 minutes) and Agile MSP Daily Habits.
We get read-only API access to your PSA and dig into the raw data: projects, tickets, time entry, billable hours, margins.
We review how the PSA is configured: statuses, ticket types, time-entry rules, project templates.
We review the reports and dashboards your team actually uses, and the materials you send to clients.

Phase 2: analysis and custom interviews

We design interview questions specifically for your operation, based on what your data and assessments reveal.
Wim runs structured conversations with your PM, service manager, and leadership (30 to 45 minutes each).
Wim sits in on a real project meeting.

Phase 3: findings presentation, then the written report

We present findings live to your leadership: what we found, the recommendations, and what to prioritize.
You receive the written diagnostic with a one-page executive summary.
Detailed analysis with the actual data and PSA screenshots.
A 12-month operational roadmap with concrete next steps for the first 30, 60, and 90 days.

Deliverables

Discovery doesn't end with a slide deck. It ends with clarity, baselines, and a plan your leadership team has already agreed to.

The best places to get more out of the same team

Almost every MSP has unused capacity hiding in workflow, not headcount. Discovery names the specific places that's true for your shop, with dollar value attached to each, so you know where the leverage is.

Baseline numbers your team can track from now on

Average project duration vs. estimate. Billable hours per engineer per week. WIP per person. Project handoff times. With these in hand, "we're getting better" becomes a number you can hold up.

A 12-month roadmap your leadership has agreed to

Quick wins in the first 2 weeks, sequenced fixes for the next 90 days, structural changes over 3 to 6 months. Built so your team can actually execute against it, with owners and rough timing.

WHAT'S POSSIBLE

Examples of what other MSPs have achieved

Other TopLeft clients have acted on our recommendations and achieved good results. By putting in the work with your team and our guidance, you can do the same or better.

58%

Improvement in project efficiency, completing more projects with the same team

Steve at TEBA

Project throughput, two months after switching from a critical-chain PM methodology to TopLeft

Craig at Machado

Revenue with the same team

Te'neyl at Morgan Birge

WHO THIS IS FOR

Two different reasons to do this

If you're a Project Manager or Operations Lead

You feel the pain every day, but leadership won't fund a tool on a gut feeling.
Discovery hands you a written diagnostic from an outside operator: where your team has capacity headroom and what to do about it.
You walk into the next leadership meeting with a report about the operation, not a tool pitch.
About 2 hours of your time across three weeks.

If you're an Owner or Partner

You can read your own P&L. What you can't see is where workflow is costing you money.
Wim spent 19 years running his own MSP, obsessed with the gap between what dashboards say and what's actually happening underneath.
Discovery is him turning that on your shop.
About 90 minutes of your time.

Ready to find out what's actually happening?

Discovery is the same work Wim does for his own MSP, turned on yours. Three weeks. Written diagnosis and 12-month roadmap.